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Portfolio (Quarterly) Guide ↗

ARBOR TRUST WEALTH ADVISORS, LLC

· CIK 0001797135
13F Portfolio $248M AUM 96 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 16 Added 53 Reduced 7 Exited
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 11,232.0 $4.2M 1.69% -422.0 -3.6% $373.01 +34.0%
22 ABT ABBOTT LABORATORIES Healthcare 44,225.0 $4.0M 1.62% -518.0 -1.2% $90.74 +19.4%
23 VWO VANGUARD INTL EQUITY INDEX F 66,972.0 $4.0M 1.61% -4K -5.8% $59.69 +2.9%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,163.0 $3.9M 1.57% +73.0 +1.8% $935.52 -2.1%
25 SYK STRYKER CORPORATION Healthcare 10,940.0 $3.4M 1.39% -82.0 -0.7% $314.83 -3.7%
26 AMAT APPLIED MATLS INC Technology 4,721.0 $3.4M 1.38% -375.0 -7.4% $723.00 -37.1%
27 V VISA INC Financial Services 9,852.0 $3.4M 1.36% +345.0 +3.6% $343.09 +9.3%
28 IWM ISHARES TR 11,129.0 $3.3M 1.35% -780.0 -6.5% $300.44 -1.5%
29 IVV ISHARES TR 4,256.0 $3.2M 1.28% -769.0 -15.3% $748.87 +3.3%
30 TJX TJX COS INC NEW Consumer Cyclical 20,795.0 $3.2M 1.27% -687.0 -3.2% $151.50 -12.8%
31 IEMG ISHARES INC 35,485.0 $2.9M 1.19% +3K +10.7% $82.84 +1.0%
32 IJH ISHARES TR 37,771.0 $2.9M 1.17% -1K -3.7% $77.11 -1.6%
33 SCHV SCHWAB STRATEGIC TR 79,777.0 $2.8M 1.12% -20K -19.9% $34.81 +0.0%
34 LLY ELI LILLY & CO Healthcare 2,143.0 $2.6M 1.04% -48.0 -2.2% $1199.46 -4.3%
35 PANW PALO ALTO NETWORKS INC Technology 6,935.0 $2.4M 0.95% -475.0 -6.4% $341.02 -2.3%
36 CVX CHEVRON CORPORATION Energy 13,577.0 $2.3M 0.91% -324.0 -2.3% $165.76 +25.8%
37 ORCL ORACLE CORP Technology 15,134.0 $2.2M 0.89% -514.0 -3.3% $146.55 +8.4%
38 PG PROCTER & GAMBLE CO Consumer Defensive 15,062.0 $2.2M 0.89% +1K +7.9% $146.64 -0.1%
39 IJR ISHARES TR 12,313.0 $1.8M 0.74% $148.31 -2.0%
40 MCD MCDONALDS CORP Consumer Cyclical 6,105.0 $1.7M 0.67% +37.0 +0.6% $270.31 -5.4%
Page 2 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Healthcare 21.8%
Financial Services 17.2%
Consumer Defensive 8.0%
Communication Services 7.8%
Consumer Cyclical 7.2%
Industrials 7.2%
Energy 4.0%
Utilities 2.1%